ASHR vs IWD

Xtrackers Harvest CSI 300 China A-Shares ETF vs iShares Russell 1000 Value ETF

Quick take
  • IWD has the lower expense ratio at 0.18% vs 0.65% for ASHR.
  • ASHR pays a higher dividend yield (2.17%).

Side-by-side metrics

MetricASHRIWD
Expense ratio
Annual fee. Lower is better.
0.65%0.18%
Dividend yield
Trailing 12-month yield.
2.17%1.55%
AUM
Assets under management — bigger funds are typically more liquid.
$1.83B$74.26B
YTD return
9.59%11.90%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.730.85
P/E ratio
17.0321.97
Last price
$35.55$232.02
Inception
Issuer
XtrackersiShares

ASHR top holdings

Top holdings · ASHR
300750.SZContemporary Amperex Technology Co Ltd Class A4.45%
300308.SZZhongji Innolight Co Ltd Class A3.65%
600519.SSKweichow Moutai Co Ltd Class A3.30%
601318.SSPing An Insurance (Group) Co. of China Ltd Class A2.43%
601899.SSZijin Mining Group Co Ltd Class A2.10%
300502.SZEoptolink Technology Inc Ltd Class A2.03%
600036.SSChina Merchants Bank Co Ltd Class A1.81%
000333.SZMidea Group Co Ltd Class A1.55%
688256.SSCambricon Technologies Corp Ltd Class A1.38%
002475.SZLuxshare Precision Industry Co Ltd Class A1.32%
Sector breakdown · ASHR
Real Estate0.5%
Consumer Cyclical6.7%
Basic Materials10.7%
Consumer Defensive7.3%
Technology26.3%
Communication Services0.8%
Financial Services20.4%
Utilities3.0%
Industrials16.7%
Energy2.7%
Healthcare4.9%

IWD top holdings

Top holdings · IWD
BRK-BBerkshire Hathaway Inc Class B2.67%
JPMJPMorgan Chase & Co2.60%
GOOGLAlphabet Inc Class A2.42%
AMZNAmazon.com Inc2.13%
XOMExxon Mobil Corp1.99%
GOOGAlphabet Inc Class C1.96%
MUMicron Technology Inc1.76%
JNJJohnson & Johnson1.69%
WMTWalmart Inc1.58%
INTCIntel Corp1.27%
Sector breakdown · IWD
Real Estate4.1%
Consumer Cyclical7.3%
Basic Materials3.8%
Consumer Defensive7.1%
Technology14.9%
Communication Services8.5%
Financial Services19.1%
Utilities4.4%
Industrials13.1%
Energy6.9%
Healthcare10.8%

About ASHR

ASHR (Xtrackers Harvest CSI 300 China A-Shares ETF) is China A-shares listed on Shanghai and Shenzhen exchanges. Managed by Xtrackers, the fund carries $1.8B in assets under management, an expense ratio of 0.65%, a dividend yield of 2.17%. Its largest holding is Contemporary Amperex Technology Co Ltd Class A (300750.SZ), which represents 4.5% of the portfolio. Real Estate is the fund's largest sector exposure at 0.5%.

About IWD

IWD (iShares Russell 1000 Value ETF) is Russell 1000 value stocks. Managed by iShares, the fund carries $74.3B in assets under management, an expense ratio of 0.18%, a dividend yield of 1.55%. Its largest holding is Berkshire Hathaway Inc Class B (BRK-B), which represents 2.7% of the portfolio. Real Estate is the fund's largest sector exposure at 4.1%.